Installation Guide Worksoft Certify Execution Suite

Transcription

1 Installation Guide Worksoft Certify Execution Suite Worksoft, Inc Dallas Parkway, Suite 855 Addison, TX

2 Worksoft Certify Execution Suite Installation Guide Version 10 Copyright 2018 by Worksoft, Inc. All rights reserved. Worksoft is a business name of Worksoft, Inc. Information in this document is subject to change and revision without notice. No part of this manual may be reproduced by any means, electronic or mechanical, for any purpose other than the purchaser s personal use, without prior written permission from Worksoft. Worksoft provides this documentation as is without warranty of any kind, either express or implied. Worksoft may revise information in this document without notice and does not represent a commitment on the part of Worksoft, Inc. Worksoft, Inc. may have patents or pending patent applications covering subject matter in this document. The furnishing of this document does not give you any license to these patents except as expressly provided in any written license agreement from Worksoft, Inc. Trademarks Worksoft Certify is a registered trademark of Worksoft, Inc. All other trademarks and trade names mentioned in this guide are the property of their respective owners. PN WESIG

3 Table of Contents Chapter 1 Preparing For Installation Understanding Worksoft Execution Suite System Requirements Port Requirements Configuring Your Application Server Adding Roles and Features Configuring the Web Server Role (IIS) Configuring Application/Json Mime-Type Compression Enabling IIS Services Create Inbound and Outbound Rules in the Windows Firewall Chapter 2 Preparing Your SAP Systems for Certify Impact Overview Creating a Certify System Account in your SAP System Installing the Certify Impact Components in Your SAP System SAP BPCA Systems Certify LiveLearn for SAP Chapter 3 Installing Worksoft Application Server Installing Worksoft Application Server Disabling Interactive Service Detection Service Chapter 4 Configuring the Worksoft Management Studio Overview Exploring Worksoft Management Studio Creating Your Worksoft Management Studio Database Registering and Creating Certify Execution Suite Databases Configuring Certify Impact Registering Users Configuring Services Worksoft Certify Execution Suite Installation Guide 3

4 Chapter 5 Installing Remote Certify Execution Manager Agents Installing Remote Certify Execution Manager Agents Configuring Resource Client Machines Enabling and Starting Net.TCP Port Sharing Service Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall Configuring Resource Machine to be Responsive to Execution Manager Pings Create a Task in Windows Task Scheduler Disabling Windows Fast User Switching Mode Best Practices for Using RDP with Multiple Local Users Avoiding Initial Log on Time Consumption Avoiding Requests Failure Chapter 6 Upgrading Worksoft Certify Execution Suite Upgrading Worksoft Certify Execution Suite v9.2 to v Upgrading Databases for Multi-Tenancy Updating Resources Upgrading Worksoft Certify Execution Suite v10 to v10.0.x Chapter 7 Accessing Worksoft Certify Execution Suite Accessing Certify Execution Manager REST API Support for Execution Manager: Accessing Certify Impact Chapter 8 Integrating Worksoft Execution Suite Overview Installing the HP Quality Center Connectivity Add-On Tool Integrating Worksoft Execution Suite with HP ALM Integrating with Certify Impact Appendix A Troubleshooting Appendix B Using HTTPS on Your Application Server Removing the HTTP Binding Appendix C Creating Worksoft Certify Execution Suite Databases with Apply.exe.. 94 Creating or Updating the Worksoft Management Studio Database Creating or Updating a Certify Execution Manager Database Creating or Updating a Certify Impact Database Updating Your Worksoft Certify Databases Worksoft Certify Execution Suite Installation Guide

5 Chapter 1 Preparing For Installation In This Chapter Understanding Worksoft Execution Suite... 6 Configuring Your Application Server... 7 Enabling IIS Services...17 Create Inbound and Outbound Rules in the Windows Firewall Worksoft Certify Execution Suite Installation Guide 5

6 Understanding Worksoft Execution Suite Understanding Worksoft Execution Suite The Worksoft Certify Execution Suite consists of the following applications: Worksoft Management Studio - Registers database settings, data sources, and SAP systems that you intend to use with the Worksoft products. Certify Execution Manager - Schedules and manages the remote execution of Worksoft Certify processes. Certify Impact - Provides you with the ability to quickly deploy changes to your SAP systems by identifying and executing a minimal set of Worksoft Certify processes for impacted programs and transactions. System Requirements Before you begin to install the Certify Execution Suite, verify that your environment has the needed system requirements installed. For information about system requirements and planning your environment, see the Worksoft Help Portal. Warning: Do not install Worksoft Certify Execution Suite on the same server as the Worksoft Certify API data service because of the constraint of bandwidth on the network interface controller (NIC card). Port Requirements Worksoft Certify Execution Suite requires that you use the following ports when configuring the product: Component Port Number Worksoft Application Server 80 and 4242 Execution Manager Agent 4242 LDAP Port Requirements If you are using LDAP for authentication, you will need to use the following ports and protocol: Type of Traffic AD and AD DS Usage Protocol and Port Number LDAP LDAP SSL LDAP GC LDAP GC SSL Directory, Replication, User and Computer Authentication, Group Policy, Trusts Directory, Replication, User and Computer Authentication, Group Policy, Trusts Directory, Replication, User and Computer Authentication, Group Policy, Trusts Directory, Replication, User and Computer Authentication, Group Policy, Trusts TCP and UDP 389 TCP 363 TCP 3268 TCP Worksoft Certify Execution Suite Installation Guide

7 Configuring Your Application Server Configuring Your Application Server One or more web application servers are required. There are window services and web applications that will be installed for each of the products in the Worksoft Certify Execution Suite. Read Planning and Provisioning for the Worksoft Execution Suite in the Worksoft Help Portal to determine if additional web application servers will be required. In order to transform your application server into a web server, Microsoft Internet Information Services (IIS) must be installed in order to host Worksoft Web services and Worksoft web applications. After you have installed IIS, you will need to configure the Server Manager. This chapter will guide you to configuring the minimum requirements for Worksoft products. You may need assistance from your IT administrator. Adding Roles and Features The Server Manager allows you to add specific roles and features to your web server that are required for Worksoft products. To add roles and features to your web server: 1 From the Start menu, select Administrative Tools > Server Manager. The Server Manager opens. 2 In the Navigation pane, select Dashboard. 3 In the Summary Tasks pane, select Add Roles and Features. The Add Roles Wizard opens. 4 Click Next. Worksoft Certify Execution Suite Installation Guide 7

8 Adding Roles and Features The Select Installation Type page appears. 5 Select the Role-based or feature-based installation option. 6 Click Next. 8 Worksoft Certify Execution Suite Installation Guide

9 Adding Roles and Features The Select Server Roles page appears. 7 From the Server Roles list, select the following roles: File Services Web Server (IIS) 8 Click Next. After you have added the roles to the web server, you will add features to the web server. Worksoft Certify Execution Suite Installation Guide 9

10 Adding Roles and Features A dialog box appears asking if you want to add features to the web server. 9 In the Add Features dialog box, select the Include Management Tools (if applicable) option. 10 Click Add Features. The Select Features page appears. 10 Worksoft Certify Execution Suite Installation Guide

11 Adding Roles and Features 11 Select the.net Framework Features (Installed) and all of its child nodes. 12 Select WCF Services (Installed) and all of its child nodes: HTTP Activation (Installed) Message Queuing (MSMQ) Activation (Installed) Named Pipe Activation (Installed) TCP Activation (Installed) TCP Port Sharing (Installed) 13 Use the scroll bar and select the next features to add: Remote Server Administration Tools (Installed) Child node Role Administration Tools (Installed) Child node Web Server (IIS) Tools (Installed) You may receive a message that states the following: To install Active Directory Rights Management Services Tools, this server must be joined to a domain. Before you can continue, you must join this server to a domain. Cancel this wizard and join the server to a domain. Then, run this wizard again. If you do receive this message, cancel the wizard and join the wizard to the domain. Worksoft Certify Execution Suite Installation Guide 11

12 Adding Roles and Features 14 Select IIS Hostable Web Core. 15 Use the scroll bar and select the Media Foundation (Installed). 16 Use the scroll bar and select the Windows Process Activation Service and all of its child nodes: Process Model.NET Environment 3.5 Configuration APIs 12 Worksoft Certify Execution Suite Installation Guide

13 Adding Roles and Features 17 Click Next. The Web Server Role (IIS) page appears. Worksoft Certify Execution Suite Installation Guide 13

14 Configuring the Web Server Role (IIS) Configuring the Web Server Role (IIS) After you have added your roles and features, you will now need to configure the Web Server role (IIS) in the Server Manager. 1 Click Next on the Web Server Role (IIS) screen. The Select Role Services page appears. 2 In the Role Services list, select the following services. You will need to use the scroll bar to select all of the services. Node Common HTTP Features Health and Diagnostics Security Child Nodes Default Document Directory Browsing HTTP Errors Static Content HTTP Logging Request Monitor Request Filtering Basic Authentication 14 Worksoft Certify Execution Suite Installation Guide

15 Configuring the Web Server Role (IIS) Node Application Development Performance Management Tools Child Nodes Application Initialization ASP.NET 3.5 ASP.NET 4.5.NET Extensibility 3.5.NET Extensibility 4.5 ASP CGI ISAPI Extensions ISAPI Filters Static Content Compression IIS Management Console Management Service IIS 6 Management Compatibility and all of its child nodes 3 Click Next. The Confirm Installation Selections page appears. 4 Click Install to install the role services. Worksoft Certify Execution Suite Installation Guide 15

16 Configuring Application/Json Mime-Type Compression Configuring Application/Json Mime-Type Compression After you have enabled dynamic content compression within IIS, you need to configure HTTP Compression for the application/json mime-type. Worksoft Execution Suite uses dynamic content compression to improve performance. In order to implement this performance improvement, HTTP compression must be enabled for the application/ json mime-type. When the Dynamic Content Compression feature is enabled, it will overwrite any previous HTTP compression settings. If the application/json mime-type was already included in the list of allowed dynamic mime-types before the Dynamic Content Compression feature is enabled, it will be removed. To configure application/json mime-type compression: 1 Open a Command Prompt window in Administrator s mode on the server. 2 Type the following command, cd inetsrv to change the directory to %systemroot%\system32\inetsrv. 3 At the command prompt, run the following command to enable HTTP compression for the application/ json mime-type: appcmd.exe set config -section:system.webserver/httpcompression / +"dynamictypes.[mimetype='application/json',enabled='true']" /commit:apphost 4 To verify the setting, open IIS Manager. 5 In the left Navigation pane, click on your server. 6 In the Management section, double-click the Configuration Editor. The Configuration Editor opens. 16 Worksoft Certify Execution Suite Installation Guide

17 Enabling IIS Services 7 In the Configuration Editor, select system.webserver > httpcompression. 8 Click the dynamictypes ellipse. 9 Verify that application/json is listed in the dynamic compression mime types. 10 Close the editor without saving. Enabling IIS Services You will now need to verify that several IIS services are enabled. To verify IIS services are enabled: 1 If the Server Manager is not open, select Administrative Tools > Server Manager from the Start menu The Server Manager opens. 2 In the Navigation pane, select IIS. 3 In the right Services pane, verify that the following services are enabled and running: Application Host Helper Service IIS Admin Service Windows Process Activation Service World Wide Web Publishing Service 4 If any of these window services are not running, you will need to start these services. To start a service, select the service from the list and click Start in the right menu. You are also able to start your services by going to Administrative Tools > Services on your machine. Worksoft Certify Execution Suite Installation Guide 17

18 Create Inbound and Outbound Rules in the Windows Firewall Create Inbound and Outbound Rules in the Windows Firewall You need to add an inbound rule and an outbound rule for port 4242 with the Windows Firewall with Advanced Settings tool on your server in order to communicate with your resource machines. To add an inbound rule: 1 Open Windows Firewall with Advanced Settings on your server. 2 In the left Navigation pane, click Inbound Rules. 3 In the right Actions pane, click New Rule. 18 Worksoft Certify Execution Suite Installation Guide

19 Create Inbound and Outbound Rules in the Windows Firewall The New Inbound Rule Wizard opens. 4 In the Rule Type tab, click Port. 5 Click Next. The Protocol and Ports tab appears. 6 Select the Specific Local Ports option and type the port number 4242 in the text field. Worksoft Certify Execution Suite Installation Guide 19

20 Create Inbound and Outbound Rules in the Windows Firewall 7 Click Next. The Action tab appears. 8 Select the Allow the Connection option. 9 Click Next. The Profile tab appears. 20 Worksoft Certify Execution Suite Installation Guide

21 Create Inbound and Outbound Rules in the Windows Firewall 10 Select the appropriate options: Domain Private Public 11 Click Next. The Name tab appears. 12 In the Name field, type in a name for this new inbound rule. 13 In the Description field, type in a description. This step is optional. 14 Click Finish. The inbound rule is added. You now need to create an outbound rule. Worksoft Certify Execution Suite Installation Guide 21

22 Create Inbound and Outbound Rules in the Windows Firewall To add an outbound rule: 1 Open Windows Firewall with Advanced Settings on your server. 2 In the left Navigation pane, click Outbound Rules. 3 In the right Actions pane, click New Rule. The New Outbound Rule Wizard opens. 4 In the Rule Type tab, click Port. 5 Click Next. 22 Worksoft Certify Execution Suite Installation Guide

23 Create Inbound and Outbound Rules in the Windows Firewall The Protocol and Ports tab appears. 6 Select the Specific Local Ports option and type the port number 4242 in the text field. 7 Click Next. The Action tab appears. Worksoft Certify Execution Suite Installation Guide 23

24 Create Inbound and Outbound Rules in the Windows Firewall 8 Select the Allow the Connection option. 9 Click Next. The Profile tab appears. 10 Select the appropriate options: Domain Private Public 11 Click Next. 24 Worksoft Certify Execution Suite Installation Guide

25 Create Inbound and Outbound Rules in the Windows Firewall The Name tab appears. 12 In the Name field, type in a name for this new outbound rule. 13 In the Description field, type in a description. This step is optional. 14 Click Finish. The outbound rule is added. Worksoft Certify Execution Suite Installation Guide 25

26 Chapter 2 Preparing Your SAP Systems for Certify Impact In This Chapter Overview Creating a Certify System Account in your SAP System Installing the Certify Impact Components in Your SAP System Worksoft Certify Execution Suite Installation Guide 26

27 Overview Overview If you do not intend to use Certify Impact, you do not need to do the preparations listed in this chapter. You will need to have your SAP BASIS administrator to assist you with preparing the SAP systems that you intend to use with the Certify Impact application in the Worksoft Certify Execution Suite. In order to prepare your SAP system, you will need to do the following: Create a Certify system account in your SAP systems Install the Certify Impact components in your SAP systems If you choose to use the SAP Business Process Change Analyzer (BPCA) analysis type, one of the systems you register with the Worksoft Management Studio must be your SAP system hosting SAP Solution Manager. You will later supply an alias system name during registration to the Certify Execution Suite web installer. Creating a Certify System Account in your SAP System Certify Impact connects to SAP systems through a Remote Function Call (RFC) by using a configured user account. Use the SU01 transaction code and create the user account with the following information: Setting User Type User Name Password Defaults Profiles Type of User Value SAP CPIC user for RFC communication Certify account user name Name must have the same account credentials as when you register your SAP systems with the Worksoft Management Studio. Certify user password Date format: MM/DD/YYYY Decimal notation: 1,234, Ability to execute the following transport function modules: S_A CPIC S_A.SCON S_A.SYSTEM System Worksoft Certify Execution Suite Installation Guide 27

28 Installing the Certify Impact Components in Your SAP System Installing the Certify Impact Components in Your SAP System You must have an understanding of SAP BASIS in order to install the Certify Impact transports that are included in the SAP folder of the Worksoft Execution Suite package. Select one of the following zipped transport files to install into each SAP system that you will use with Certify Impact. When running the SAP transports, turn off component checking. The Certify Impact transports will not run successfully because these SAP transports were created in a Worksoft SAP system that contains different components than your system. For Unicode SAP Systems:...\Worksoft_Execution_Suite_xx.x.x.xxx\SAP\Worksoft Static Analysis\ WorksoftVersionxx.x.x-Unicode-xxx.zip For Non-Unicode SAP Systems:...\Worksoft_Execution_Suite_xx.x.x.xxx\SAP\Worksoft Static Analysis\ WorksoftVersionxx.x.x-Non-Unicode-xxx.zip SAP BPCA Systems If you are using a BPCA analysis type, then you will need to install additional transports into each Solution Manager system that you will use with Certify Impact. Select one of the following zipped transport files to install into your system. For Unicode Systems:...\Worksoft_Execution_Suite_xx.x.x.xxx\SAP\SAP BPCA\CertifyImpactNewNameSpace- Versionx.x.x-Unicode-xxx.zip For Non-Unicode Systems:...\Worksoft_Execution_Suite_xx.x.x.xxx\SAP\SAP BPCA\CertifyImpactNewNameSpace- Versionx.x.x-NonUnicode-xxx.zip Certify LiveLearn for SAP If you intend to use the Download Map feature, install Certify LiveLearn for SAP (Impact Edition). For Unicode SAP Systems:...\Worksoft_Execution_Suite_xx.x.x.xxx\SAP\Coverage Maps\ CertifyLearn-Version9.0.1-Unicode-739.zip For Non-Unicode SAP Systems:...\Worksoft_Execution_Suite_xx.x.x.xxx\SAP\Coverage Maps\ CertifyLearn-Version9.0.1-Non-Unicode-740.zip 28 Worksoft Certify Execution Suite Installation Guide

29 Chapter 3 Installing Worksoft Application Server In This Chapter Installing Worksoft Application Server Disabling Interactive Service Detection Service Worksoft Certify Execution Suite Installation Guide 29

30 Installing Worksoft Application Server Installing Worksoft Application Server The Worksoft Application Server installs the Worksoft Management Studio. The Management Studio tool registers database settings, data sources, and SAP systems that you intend to use with the Worksoft products. The domain user name is required for installation. The domain user must be an administrator of the machine in order to install the Worksoft Application Server. To install the Worksoft Application Server: 1 In your software distribution folder, double-click the WorksoftApplicationServer.exe file. The Worksoft Application Server Wizard opens. 2 Click Next to begin the installation process. 30 Worksoft Certify Execution Suite Installation Guide

31 Installing Worksoft Application Server After your system has been analyzed, the Destination page appears. 3 If you want to accept the default directory for your installation files, click Next. If you do not want to accept the default directory for the installation files, click the Change button to select a different installation directory for the Certify client, and then click Next. The Worksoft Application Server page appears. Worksoft Certify Execution Suite Installation Guide 31

32 Installing Worksoft Application Server 4 If you want to accept Default Web Site as your website, click Next. If you have other websites configured in the IIS, select the server from the drop-down list and click Next. The Starting Installation page appears. 5 Click Next. Then the installation completes, the Completed Installation page appears. 6 Click Finish. 32 Worksoft Certify Execution Suite Installation Guide

33 Disabling Interactive Service Detection Service Disabling Interactive Service Detection Service You need to disable the Interactive Service Detection service on your application server because it interferes with RDP functionality. To disable Interactive Service Detection service: 1 On your application server, open the Services program. 2 From the Services list, right-click on Interactive Service Detection and select Properties. Worksoft Certify Execution Suite Installation Guide 33

34 Disabling Interactive Service Detection Service The Properties dialog box opens. 3 From the Startup type drop-down list, select Disabled. 4 Verify that the Service status is marked Stopped. 5 Click OK. 34 Worksoft Certify Execution Suite Installation Guide

35 Chapter 4 Configuring the Worksoft Management Studio In This Chapter Overview Creating Your Worksoft Management Studio Database Registering and Creating Certify Execution Suite Databases Configuring Certify Impact Registering Users Configuring Services...48 Worksoft Certify Execution Suite Installation Guide 35

36 Overview Overview On your web server where IIS is installed, you will need to configure your system in the Worksoft Management Studio. The Worksoft Application Server installed the Worksoft Management Studio. Within the Worksoft Management Studio, you will need to do the following Management Studio configuration tasks: Create a Worksoft Management Studio database Register all Worksoft Certify databases Create and register a Worksoft Execution Manager database Create and register a Certify Impact database Configure Certify Impact Specify product users Configure services The Management Studio database maintains configuration information used by Worksoft applications and services. Certify Execution Manager and Certify Impact leverage information from the Worksoft Management Studio. Exploring Worksoft Management Studio Worksoft Management Studio consists of the following navigation tabs: Navigation Tab User Administration Master Configuration Description Register users who will be using the Worksoft Analyze. Create the following databases: Management Studio Execution Manager Impact Configure the following: SMTP settings Tenant administration Tenant Administration Option is for large companies who want to add multi-tenant support. Each tenant has isolated data for each of the products, and it is able to leverage the SMTP settings or configure a specific one. Configuration LDAP Configuration - Configure your LDAP authentication service. Execution Manager - Disable notifications for each Certify process. Impact - Select your analysis engine and test execution integration. Certify Configuration - Add your Certify databases. 36 Worksoft Certify Execution Suite Installation Guide

37 Exploring Worksoft Management Studio Navigation Tab Integration Change History Description Configure your connections with the following products: ALM integration Analyze connections Certify/Analyze integration SAP systems Display change history. When you open Worksoft Management Studio, you will be able to see what part of your configuration requires attention by visual indicators. Listed below are the visual indicators: 1. A red X means that there is either mandatory missing information or a failure with the current configuration. Each tab provides diagnostic information that will explain what failed and how to resolve the failure. 2. An animated circle means a diagnostic test is being performed to see if the configuration is complete and functional. If the test is successful, the circle will disappear, and if not successful, a red X will show a failure. 3. An exclamation mark means that there is an optional configuration that is available. No configuration has been made in these tabs, and you may want to configure these options in the future. Worksoft Certify Execution Suite Installation Guide 37

38 Creating Your Worksoft Management Studio Database Creating Your Worksoft Management Studio Database The Management Studio database maintains configuration information used by Worksoft applications and services. Certify Execution Manager and Certify Impact leverage information from the Worksoft Management Studio. Only one Management Studio database is needed regardless of how many Certify databases already exist. To create the Worksoft Management Studio database: 1 Open the Worksoft Management Studio on your web server by navigating to the following address: The User Administration tab opens. 2 Click the Master Configuration tab. 38 Worksoft Certify Execution Suite Installation Guide

39 Creating Your Worksoft Management Studio Database 3 In the Management Studio Options section, type in the Worksoft Management Studio URL address. If you did not use the default website during installation, your URL address will be different. The implementation of your network landscape will need to be considered when choosing a URL address. Verify that the URL can be accessed by all users. The URL address should either be a domain or a machine name for on-premise installations. If using a machine name, you will need to decide if a fully-qualified domain and machine name is required. Do not use IP addresses. If your DNS settings require a fully-qualified machine name complete with domain, please make those changes accordingly. If their is a load balancer in front of one or more web servers, then the URL address should point to the load balancer domain. If you have any questions about your specific URL address, please ask your IT administrator. If you intend to use HTTPS for your application server, you will need to first configure your server with HTTP, and then you will be able to reconfigure the application server to use HTTPS. For more information, see Appendix B, Using HTTPS on Your Application Server, on page If you want to enable verbose logging, select the Enable Verbose Logging option. 5 To view the status of your services, click the Services down arrow. 6 In the Management Studio Database section, type in the server name in the SQL Server field. Note: If your SQL Server database administrator does not approve of creating or updating the databases from within the web application for any reason, then they are able to manually create databases by using database scripts that are packaged within our distribution folder. For more information, see Appendix C, Creating Worksoft Certify Execution Suite Databases with Apply.exe, on page For SQL Database Authentication, type the SQL user name and password in the fields to access the database server. The user name and password that you use will need to have enough SQL Server permissions to create a database. After you created your database, you are able to use a different SQL user name and password for use of the product. 8 In the Database Name field, type in the name of the Management Studio database. Worksoft recommends using the database name ManagementStudio for easy identification. 9 Click the Test Configuration button to test your connection. If the test fails, the reason for the database connection failure appears. Worksoft Certify Execution Suite Installation Guide 39

40 Registering and Creating Certify Execution Suite Databases 10 After it detects that the database does not exist, click Create to create a new database. If your SQL Server database administrator created the database with the Apply.exe tool, then you will click the Update button. After creating the database, your SQL Server database administrator should review the database settings and configuration so that it meets expectations and adheres to appropriate best practices, such as using an appropriate recovery model. 11 Click Continue. After saving the Management Studio configuration, you will be prompted to log on to the Management Studio. 12 If you are a new user, type admin@worksoft.com in the User Name field. If you are upgrading from v9.2 to v10, use your existing Worksoft Management Studio address as your user name. 13 If you are a new user, type password in the password field. If you are upgrading from v9.2 to v10, use the password that you created for your Worksoft Management Studio. 14 Click Login. After applying this configuration, you have successfully enabled Management Studio to be operational. Registering and Creating Certify Execution Suite Databases Databases that should be created and registered in Worksoft Management Studio include the following: Worksoft Certify databases Certify Execution Manager database Certify Impact database If you are upgrading from v9.2 to v10, see Chapter 6 Upgrading Worksoft Certify Execution Suite. To register Worksoft Certify databases: 1 In the Worksoft Management Studio, click the Configuration > Certify Configuration tab. The Certify Databases tab opens. 2 In the left Certify Databases tab, click the Add button on the right side of the screen. The Add Certify Database dialog box opens. 3 In the Name field, type in a unique name for your database. This name will appear in Certify Execution Manager and Certify Impact as the database alias. 4 In the SQL Server field, type in the name of your SQL server. 5 In the SQL User and Password fields, type in the SQL server user name and password. 6 In the Database field, start typing in the name for your database. A list of Certify database names appear. 40 Worksoft Certify Execution Suite Installation Guide

41 Registering and Creating Certify Execution Suite Databases 7 Select a database. If your database does not appear in the list, the permissions for the SQL User must not be adequate, or the database does not exist. Consult your database administrator. 8 Click the Test Configuration button to test the connection. If the test fails, the reason for the database connection failure appears. 9 Click Add to save your registered Certify database. When you save your Certify database, this database appears in the Certify Databases pane. 10 If you need to add another Certify database, repeat this process. To create a Certify Execution Manager database: 1 In the Worksoft Management Studio, click the Master Configuration tab. 2 Click the Execution Manager tab. The Execution Manager tab opens. 3 In the SQL Server field, type in the name of your SQL server. Note: If your SQL Server database administrator does not approve of creating or updating the databases from within the web application for any reason, then manually create databases by using database scripts that are packaged within our distribution folder. For more information, see Appendix C, Creating Worksoft Certify Execution Suite Databases with Apply.exe, on page In the SQL User and Password fields, type in the SQL server user name and password. The user name and password that you use will need to have enough SQL Server permissions to create a database. After you created your database, you are able to use a different SQL user name and password for use of the product. Worksoft Certify Execution Suite Installation Guide 41

42 Registering and Creating Certify Execution Suite Databases 5 In the Database Name field, type in the name for your new database. Worksoft recommends using the database name ExecutionManager for easy identification. 6 Click the Test Configuration button to test the connection. 7 After it detects that the database does not exist, click Create to create a new Certify Execution Manager database. If your SQL Server database administrator created the database with the Apply.exe tool, then you will click the Update button. After creating the database, your SQL Server database administrator should review the database settings and configuration so that it meets expectations and adheres to appropriate best practices, such as using an appropriate recovery model. 8 Scroll down the Execution Manager tab to verify that the Execution Manager services are running. 9 Click Save Changes. 42 Worksoft Certify Execution Suite Installation Guide

43 Registering and Creating Certify Execution Suite Databases To create a Certify Impact database: If you do not intend to use Certify Impact, you do not need to create a database. 1 In the Worksoft Management Studio, click the Master Configuration tab. 2 Click the Impact tab. The Impact tab opens. 3 In the SQL Server field, type in the name of your SQL server. Note: If your SQL Server database administrator does not approve of creating or updating the databases from within the web application for any reason, then manually create databases by using database scripts that are packaged within our distribution folder. For more information, see Appendix C, Creating Worksoft Certify Execution Suite Databases with Apply.exe, on page In the SQL User and Password fields, type in the SQL server user name and password. The user name and password that you use will need to have enough SQL Server permissions to create a database. After the database is created, you are able to use a different SQL user name and password. 5 In the Database Name field, type in the name for your new database. Worksoft recommends using the database name Impact for easy identification. 6 Click the Test Configuration button to test the connection. 7 After it detects that the database does not exist, click Create to create a new Certify Impact database. If your SQL Server database administrator created the database with the Apply.exe tool, then you will click the Update button. After creating the database, your SQL Server database administrator should review the database settings and configuration so that it meets expectations and adheres to appropriate best practices, such as using an appropriate recovery model. 8 Click Save Changes. Worksoft Certify Execution Suite Installation Guide 43

44 Configuring Certify Impact Configuring Certify Impact If you intend to use Certify Impact, you will need to configure the following: Analysis engine Test execution option You will also need to add one or more SAP systems. For more information, see Registering Users on page 45. To configure Certify Impact: 1 Click the Configuration > Impact tab. The Impact tab opens. 2 Select an Analysis Engine option: Worksoft Certify Impact SAP BPCA If you choose to use the SAP Business Process Change Analyzer (BPCA) analysis type, one of your SAP systems registered with Worksoft Management Studio must be hosting SAP Solution Manager. 44 Worksoft Certify Execution Suite Installation Guide

45 Registering Users 3 Select a Test Execution Integration option: Worksoft Execution Manager HP Quality Center For more information on how to integrate with HP Application Lifecycle Management (ALM), see Chapter 8, Integrating Worksoft Execution Suite, on page Click Test Configuration to test the connection. 5 Click Save Changes. Registering Users The next step to configuring Worksoft Management Studio is to register users who will be using the Worksoft Execution Suite. There are two ways to register users: Manually create users in Worksoft Management Studio Import users from a Microsoft Excel spreadsheet To manually create users in Worksoft Management Studio: 1 In the Worksoft Management Studio, click the User Administration tab. 2 In the User Administration tab, click Add. The Add User dialog box opens. Worksoft Certify Execution Suite Installation Guide 45

46 Registering Users 3 To create an active user, verify that Active is selected. To deactivate a user, select Inactive. 4 In the related fields, type in the following information: First name Last name Password Confirm Password If you select LDAP authentication, you do not need to enter a password. 5 From the Authentication drop-down list, select an authentication option: LDAP Worksoft The LDAP option only appears if you have already configured it. For more information, see To configure your LDAP authentication service: on page If you want to give the user administrative rights, select the Administrator option. This option will give administrative rights for all of the selected roles. 7 Select which role you want to designate for the user: Execution Manager Analyze Impact 8 Click Add. The user name appears in the left User Administration tab. 46 Worksoft Certify Execution Suite Installation Guide

47 Registering Users 9 Repeat this process to add more users. To edit a user, click the Edit icon next to the user. To register users by importing from a Microsoft Excel spreadsheet: 1 In the Worksoft Management Studio, click the User Administration tab. 2 In the User Administration tab, click Import. The Import User dialog box opens. 3 To download an Excel template, click Download Sample Upload File. Use this template to create your own Excel spreadsheet. 4 Click the Choose File button and select the CSV file that you want to import. 5 After you have selected your file, click the Import button. The users are imported into the Worksoft Management Studio and appear in the Users Administration tab. Worksoft Certify Execution Suite Installation Guide 47

48 Configuring Services Configuring Services The Configuration tab in the Worksoft Management Studio is where you will configure your service and LDAP authentication service. To configure your service: The Certify Execution Manager and Certify Impact sends out notifications when Certify Execution Manager request or Certify Impact analysis completes execution. You will need to specify the SMTP server that will send out the notifications. 1 In the Worksoft Management Studio, click the Master Configuration tab. The Master Configuration tab opens. 2 Scroll down to the SMTP Configuration section. 3 In the SMTP Configuration section, type in the following information: From SMTP Host SMTP Port SMTP User Name SMTP Password 48 Worksoft Certify Execution Suite Installation Guide

49 Configuring Services 4 If you want to use a SSL certificate, select the SSL option. 5 If you are using tenant spaces and want to use the Master Configuration SMTP configuration, select the Offers to Tenant Spaces option. 6 Click the Test Configuration button to test your connection. If the test fails, the reason for the database failure appears. If the settings are not valid, the Certify Execution Suite will still be functional; however, the size of your log file will be affected since the products will log errors for all of the failed notifications. To configure your LDAP authentication service: 1 In the Worksoft Management Studio, click the Configuration tab. The Configuration tab opens. Note: If you are upgrading from v9.2 to v10, you will need to provide additional settings for your LDAP Connection. Worksoft Certify Execution Suite Installation Guide 49

50 Configuring Services 2 Enter the following information: Field Host/IP Address Description Type in the domain name or IP address of the LDAP directory server. Domain example: worksoft.com LDAP Port Optional - Type in the host port. The default port number is 389. If a value is not specified, the default port will be used. For secure connections using Secure Sockets Layer (SSL), the default port number is 636. Base DN Type the Base Distinguished Name (DN) for LDAP. LDAP references an object by its DN. The Base DN identifies the starting point of a search with a sequence attributes connected by commas and no spaces. Example: ou=test,ou=sales,dc=example,dc=com If the LDAP authentication throws request time-out errors, make the base DN search more specific. Example: ou=people,dc=treea,dc=foobar,dc=com instead of dc=treea,dc=foobar,dc=com If you do not know the Base DN, consult your LDAP administrator or check your LDAP browser. Authentication Type User DN Select the authentication method for your LDAP server: Anonymous Basic (Default) Negotiate Ntlm If you do not know your Authentication Type, consult your LDAP administrator. Type in the user who will connect to the server. This user must have read and execute permissions for the whole sub-tree. If your LDAP directory server requires a domain for logging on to the system, include the domain for the user as well. 50 Worksoft Certify Execution Suite Installation Guide

51 Configuring Services Field Password Filter Description Type in the password to connect to the LDAP service on the specified LDAP Server. Although the LDAP default character length is 128 characters, Certify supports only 100 characters. The default logical expression is ( (uid={0}*)(samaccountname={0}*)) This expression specifies attributes the requested LDAP entries must contain. Substitute the {0} with the user name in which you plan to use when logging on to LDAP. If the LDAP authentication throws request time-out errors, edit the filter expression to the following: (&(objectcategory=person)(objectclass=user)(samaccoun tname={0}*)) Example 2: (&(objectcategory=person)(objectclass=user) (userprincipalname={0}*)) Each customer may need to tailor this filter differently. 3 By default, LDAP traffic is transmitted unsecured. Select the Use Secure Connection (SSL) option to make LDAP traffic secure. 4 In the Verify LDAP User section, specify an address and password to validate the accuracy of the Base DN and filter. 5 Click Test Configuration to verify that your LDAP configuration is valid. If the test fails, the reason for the database connection failure appears. 6 Click Save Changes. Worksoft Certify Execution Suite Installation Guide 51

52 Chapter 5 Installing Remote Certify Execution Manager Agents In This Chapter Installing Remote Certify Execution Manager Agents Configuring Resource Client Machines Best Practices for Using RDP with Multiple Local Users Worksoft Certify Execution Suite Installation Guide 52

53 Installing Remote Certify Execution Manager Agents Installing Remote Certify Execution Manager Agents In order to use the Worksoft Certify Execution Manager, you will need to install a Certify Execution Manager Agent on each dedicated machine allocated for remote execution. The Certify Execution Suite Server communicates with the Agents and sends requests to start executing processes and projects. In order for the Server to communicate with the Agents, port 4242 must be open. When installing the Execution Agent, you must have full Administrator rights to the Execution Agent machine. If you create a Service user for running the Execution Agent in continuous mode, the Service user must have full Administrator rights to the machine in order to start the Execution Agent as an Administrator. You are able to install Certify Execution Manager Agents two different ways: From the software distribution folder From Certify Execution Manager If the Certify Execution Manager Agent is not installed on the default C: drive, then you will need to create an AGENT_LOCATION parameter when you configure a resource in Execution Manager. Also, if Worksoft Certify is not installed on the default C: drive, then you will need to create a CERTIFY_LOCATION parameter when you configure a resource. To install a Certify Execution Manager Agent from the software distribution folder: 1 In your software distribution folder, double-click the Remote Execution Agent.exe file. The Certify Execution Manager Agent installer opens. Worksoft Certify Execution Suite Installation Guide 53

54 Installing Remote Certify Execution Manager Agents 2 Click Next. When the system analysis has completed, the Destination Folder page appears. 3 If you want to accept the default directory for your installation files, click Next. If you do not want to accept the default directory for the installation files, click the Change button to select a different installation directory for the Certify client, and then click Next. The Completing the Certify Execution Manager Agent Installation page appears. 54 Worksoft Certify Execution Suite Installation Guide

55 Installing Remote Certify Execution Manager Agents 4 Click Finish. Certify Execution Manager Agent installation is complete. Repeat this installation process for all of the client machines that you intend to use with the Execution Manager Server. The Certify Execution Manager Agent must be running in order for the Execution Manager Server to connect with the machine that will be executing Certify processes. When you start Certify Execution Manager, the agent will automatically start. When you log off, the Agent shuts down. To install a Certify Execution Manager Agent from the Certify Execution Manager: 1 From Certify Execution Manager, click the Resources tab. 2 In the right pane, click Download E/M Agent. A message appears asking if you want to open or save the ExecutionManagerAgent.zip file. 3 Click Open, Save, or Save As. 4 If you clicked Save or Save As, unzip the ExecutionManagerAgent.zip file. 5 Double-click Execution Manager Agent.exe. The Certify Execution Manager Agent installer opens. For information about the installation process, see To install a Certify Execution Manager Agent from the software distribution folder: on page 53. To access the Certify Execution Manager Agent: Select Start > Programs > Worksoft Execution Manager Agent > Worksoft Execution Manager Agent on the client machine. Worksoft Certify Execution Suite Installation Guide 55

56 Configuring Resource Client Machines Configuring Resource Client Machines The resource machine where Certify Execution Manager Agent is installed needs to be able to respond to pings from the web server when you utilize Remote Desktop Protocol (RDP). You will need to complete the following settings in order for your machines to successfully execute requests: Enable and start the Net.TCP Port Sharing Service. Create inbound and outbound rules for port 4242 in the Windows Firewall. Configuring resource machines to be responsive to Execution Manager pings Create a task in the Windows Task Scheduler that will cause the Execution Manager Agent to run automatically when anyone logs on to a machine. Enabling and Starting Net.TCP Port Sharing Service You need to enable and start the Net.TCP Port Sharing Service on your resource machine. To enable and start Net.TCP Port sharing service: 1 Go to the Start menu on your machine and select Run. 2 Enter Services.msc in the Open field and click OK. The Services window opens. 3 From the Services list, search for the Net.TCP Port Sharing Service. 4 Verify that the Net.TCP Port Sharing Service is set to Automatic in the Start Type field and Running in the Status field. 5 If the Service is set to Disabled, then right-click on the Service and select Properties. 56 Worksoft Certify Execution Suite Installation Guide

57 Enabling and Starting Net.TCP Port Sharing Service The Properties dialog box opens. 6 In the Startup Type drop-down list, select Automatic. 7 Click Start to begin the service. 8 Click OK. Worksoft Certify Execution Suite Installation Guide 57

58 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall You need to add an inbound rule and an outbound rule for port 4242 with the Windows Firewall with Advanced Settings tool on your resource machine in order to communicate with your application server. To add an inbound rule: 1 Open Windows Firewall with Advanced Settings on your machine. 2 In the left Navigation pane, click Inbound Rules. 3 In the right Actions pane, click New Rule. 58 Worksoft Certify Execution Suite Installation Guide

59 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall The New Inbound Rule Wizard opens. 4 In the Rule Type tab, click Port. 5 Click Next. The Protocol and Ports tab appears. 6 Select the Specific Local Ports option and type the port number 4242 in the text field. Worksoft Certify Execution Suite Installation Guide 59

60 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall 7 Click Next. The Action tab appears. 8 Select the Allow the Connection option. 9 Click Next. The Profile tab appears. 60 Worksoft Certify Execution Suite Installation Guide

61 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall 10 Select the appropriate options: Domain Private Public 11 Click Next. The Name tab appears. 12 In the Name field, type in a name for this new inbound rule. 13 In the Description field, type in a description. This step is optional. 14 Click Finish. The inbound rule is added. You now need to create an outbound rule. Worksoft Certify Execution Suite Installation Guide 61

62 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall To add an outbound rule: 1 Open Windows Firewall with Advanced Settings on your machine. 2 In the left Navigation pane, click Outbound Rules. 3 In the right Actions pane, click New Rule. The New Outbound Rule Wizard opens. 4 In the Rule Type tab, click Port. 5 Click Next. 62 Worksoft Certify Execution Suite Installation Guide

63 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall The Protocol and Ports tab appears. 6 Select the Specific Local Ports option and type the port number 4242 in the text field. 7 Click Next. The Action tab appears. 8 Select the Allow the Connection option. Worksoft Certify Execution Suite Installation Guide 63

64 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall 9 Click Next. The Profile tab appears. 10 Select the appropriate options: Domain Private Public 11 Click Next. 64 Worksoft Certify Execution Suite Installation Guide

65 Create Inbound and Outbound Rules for Port 4242 in the Windows Firewall The Name tab appears. 12 In the Name field, type in a name for this new outbound rule. 13 In the Description field, type in a description. This step is optional. 14 Click Finish. The outbound rule is added. Worksoft Certify Execution Suite Installation Guide 65

66 Configuring Resource Machine to be Responsive to Execution Manager Pings Configuring Resource Machine to be Responsive to Execution Manager Pings In order for you to be able to ping your resource machine in the Certify Execution Manager Resources screen, you will need to enable the following inbound rules: File and Printer Sharing (Echo Request - ICMPv4-In) File and Printer Sharing (Echo Request - ICMPv6-In) To configure your resource machine to be responsive to pings: 1 Open Windows Firewall with Advanced Settings tool on your machine. 2 In the left Navigation pane, click Inbound Rules. 3 Verify that the following inbound rules are enabled: File and Printer Sharing (Echo Request - ICMPv4-In) File and Printer Sharing (Echo Request - ICMPv6-In) 4 If any of these rules are not enabled, right-click on the No next to the rule in the Enabled column and select Enable Rule. 5 After you have enabled all of these rules, close the Windows Firewall with Advanced Settings tool. Note: If you have a Citrix environment, the Citrix server must be configured to support RDP sessions. Test your configuration by running mstsc.exe. This configuration setting is not enabled by default. 66 Worksoft Certify Execution Suite Installation Guide

67 Create a Task in Windows Task Scheduler Create a Task in Windows Task Scheduler Next, you will need to create a task in the Windows Task Scheduler that will cause the Execution Manager Agent to run automatically when anyone logs on to a machine. To create a task in Windows Task Scheduler: 1 From the Windows Start menu, open Task Scheduler. 2 In the right Actions pane, select Create Task. Worksoft Certify Execution Suite Installation Guide 67

68 Create a Task in Windows Task Scheduler The Create Task dialog box opens. 3 In the Name field of the General tab, type in Start EM Agent. 4 In the Description field, type Start EM Agent on user login. 5 Click the Change User or Group button. The Select User or Group dialog box opens. 6 In the Enter the Object Name field, type Users. 7 Click Check Names. The text field auto populates with <machine_name>\users. 8 Click OK. 68 Worksoft Certify Execution Suite Installation Guide

69 Create a Task in Windows Task Scheduler The dialog box closes, and BUILTIN\Users appears in the User Account field. 9 In the Security Options section, select the following: Run only when user is logged on Run with highest privileges 10 Click the Triggers tab. Worksoft Certify Execution Suite Installation Guide 69

70 Create a Task in Windows Task Scheduler The Triggers tab opens. 11 To create a new trigger, click the New button. The New Trigger dialog box opens. 70 Worksoft Certify Execution Suite Installation Guide

71 Create a Task in Windows Task Scheduler 12 In the Begin the task drop-down list, select At log on. 13 Click OK. The new trigger appears in the Triggers tab. 14 Click the Actions tab. The Actions tab opens. Worksoft Certify Execution Suite Installation Guide 71

72 Create a Task in Windows Task Scheduler 15 To create a new action, click the New button. The New Action dialog box opens. 16 From the Actions drop-down list, select Start a program. 17 Click the Program/Script Browse button and point to where WorksoftExecutionAgent.exe is installed. 18 Click OK. The new action appears in the Actions tab. 19 In the Conditions tab, keep all defaults. 20 Click the Settings tab. 72 Worksoft Certify Execution Suite Installation Guide

73 Disabling Windows Fast User Switching Mode The Settings tab opens. 21 Verify that the following two options are NOT selected: Stop the task if it runs longer than: If the running task does not end when requested, force it to stop. 22 From the If the task is running... drop-down list, select Run a new instance in parallel. 23 Click OK. Disabling Windows Fast User Switching Mode Execution Manager Agents require the ability to enter a user name and password on the screen. If the login screen displays a Switch User button, then the Agent will not start. Consult your IT administrator about disabling the Fast User Switch mode in the Local Group Policy Editor. To disable Windows Fast User Switch mode: 1 From the Windows Start menu, type gpedit.msc, and press Enter. The Local Group Policy Editor opens. 2 In the Local Group Policy Editor Navigation pane, drill down and select Computer Configuration > Administrative Templates > System > Logon. 3 In the Setting pane, double-click Hide entry points for Fast User Switching. The Properties dialog box for this setting opens. 4 Select the Enabled option. 5 Click OK. Worksoft Certify Execution Suite Installation Guide 73

74 Best Practices for Using RDP with Multiple Local Users Best Practices for Using RDP with Multiple Local Users If you have multiple local users running tests using RDP, you will need to configure your machine to avoid initial log on time consumption and requests failing to execute. Avoiding Initial Log on Time Consumption After creating a local user on a machine, manually log on as the new user because the initial log on to Windows is sometimes time consuming. Avoiding Requests Failure Even if the local user running tests belongs to the Administrator group on the machine, you will still need to turn off the User Account Control notifications. If you do not turn them off, the requests fail to execute. Open the User Account Control Settings window and select Never Notify to prevent any unexpected notifications that might get in the way of the Execution Manager Agent. 74 Worksoft Certify Execution Suite Installation Guide

75 Chapter 6 Upgrading Worksoft Certify Execution Suite In This Chapter Upgrading Worksoft Certify Execution Suite v9.2 to v Upgrading Databases for Multi-Tenancy Updating Resources Upgrading Worksoft Certify Execution Suite v10 to v10.0.x Worksoft Certify Execution Suite Installation Guide 75

76 Upgrading Worksoft Certify Execution Suite v9.2 to v10 Upgrading Worksoft Certify Execution Suite v9.2 to v10 1 Uninstall Worksoft Certify Execution Suite v After you uninstall the Execution Suite, delete the Worksoft Application Server folder in the following default location: C:\Program Files (x86)\worksoft 3 Install the Worksoft Application Server v10. For information on how to install the server, see Chapter 3 Installing Worksoft Application Server. 4 Open the Worksoft Management Studio on a local machine by navigating to the following address: The Master Configuration tab opens. 5 In the Management Studio Options section, type in the Worksoft Management Studio URL address. If you did not use the default website during installation, your URL address will be different. The implementation of your network landscape will need to be considered when choosing a URL address. Verify that the URL can be accessed by all users. The URL address should either be a domain or a machine name for on-premise installations. If using a machine name, you will need to decide if a fully-qualified domain and machine name is required. Do not use IP addresses. If your DNS settings require a fully-qualified machine name complete with domain, please make those changes accordingly. If their is a load balancer in front of one or more web servers, then the URL address should point to the load balancer domain. If you have any questions about your specific URL address, please ask your IT administrator. If you intend to use HTTPS for your application server, you will need to first configure your server with HTTP, and then you will be able to reconfigure the application server to use HTTPS. For more information, see Appendix B, Using HTTPS on Your Application Server, on page Worksoft Certify Execution Suite Installation Guide

77 Upgrading Worksoft Certify Execution Suite v9.2 to v10 6 If you want to enable verbose logging, select the Enable Verbose Logging option. 7 To view the status of your services, click the Services down arrow. 8 In the Management Studio Database section, type in the server name in the SQL Server field. 9 For SQL Database Authentication, type the SQL user name and password in the fields to access the database server. The SQL Server user account must have necessary permissions to create or update the database. If needed, you are able to use a temporary SQL Server administrator with permissions, and then update the SQL Server user credentials for only this database. 10 In the Database Name field, type in the name of the Management Studio database. 11 Click the Update button. A message appears asking if you want to update the Worksoft Management Studio database. 12 Click Update. 13 Click Continue. After saving the Management Studio configuration, you will be prompted to log on to the Management Studio. 14 In the User Name field, use your existing Worksoft Management Studio address as your user name. 15 In the Password field, use the password that you created for Worksoft Management Studio. 16 Click Login. 17 In the Worksoft Management Studio, click the Master Configuration tab. 18 Click the Execution Manager tab. The Execution Manager tab opens. 19 Click the Update button to update the database. A message appears asking if you want to update the Certify Execution Manager database. 20 Click Update. 21 Click the Impact tab. The Impact tab opens. 22 Click the Update button to update the database. A message appears asking if you want to update the Certify Impact database. 23 Click Update. 24 If you are using Certify Impact, you will need to update the Certify database with the Apply.exe tool. For more information, see Updating Your Worksoft Certify Databases on page 97. Note: If you have more than one Certify Execution Manager and Certify Impact databases, you are able to easily update the database. Start typing the name of the database in the field, and a list of database names appear. If your database does not appear in the list, the permissions for the SQL User must not be adequate. Consult your database administrator. Worksoft Certify Execution Suite Installation Guide 77

78 Upgrading Databases for Multi-Tenancy Upgrading Databases for Multi-Tenancy To finish the upgrade process, open the Microsoft SQL Management Studio to configure databases for multi-tenancy. Because of the major architecture updates, there is an extra manual step that is required by your Microsoft SQL Server database administrator. You will need to have permissions and access to manually run two database scripts. To upgrade Certify Execution Manager database for multi-tenancy: 1 Open the Microsoft SQL Management Studio. 2 Open the Databases folder for ExecutionServer. 3 Open the Populate-tenant.sql file in the Microsoft SQL Management Studio. 4 In the Use line, add the Execution Manager database name that needs to be upgraded for multi-tenancy. This line verifies that the Execution Manager database is the focus, and it will be the actual database updated during this operation. Use the full name of the Execution Manager database. 5 In the Declare line, add your Execution Manager database and the SQL Management Studio database that you will need sync with for the multi-tenancy. This line verifies that this TSQL script knows the name of the Management Studio database, and it will be querying information required from the Management Studio database to perform the update on the Execution Manager database. Use the full name of the Management Studio database within the single quotes at the end of this line, as shown in red. 6 Run the SQL query. 7 Verify that you get a success message after the query has completed. 78 Worksoft Certify Execution Suite Installation Guide

79 Updating Resources To upgrade Certify Impact database for multi-tenancy: 1 Open the Microsoft SQL Management Studio. 2 Open the Databases folder for Impact. 3 Open the Populate-tenant.sql file in the Microsoft SQL Management Studio. 4 In the Use line, add the Certify Impact database name that needs to be upgraded for multi-tenancy. This line verifies that the Certify Impact database is the focus, and it will be the actual database updated during this operation. Use the full name of the Certify Impact database. 5 In the Declare line, add your Certify Impact database and the SQL Management Studio database that you will need sync with for the multi-tenancy. This line verifies that this TSQL script knows the name of the Management Studio database, and it will be querying information required from the Management Studio database to perform the update on the Certify Impact database. Use the full name of the Management Studio database within the single quotes at the end of this line. 6 Run the SQL query. 7 Verify that you get a success message after the query has completed. Updating Resources Certify Execution Manager v10 provides the ability for concurrent Remote Desktop Protocol (RDP) user sessions on remote machines for continuous testing in parallel and helps remove several constraints and limitations. With this version, you will need to add users to your resources. Resource machines need to be powered on, but they no longer need to have the Execution Manager Agent running. You will need to edit each resource and configure user credentials in order for processes to execute properly. In this release, Certify Execution Manager will automatically: Identify an available machine and an available user account. Reserve the machine and user account for the duration of executing a Certify process. Log on to the reserved machine using the user account to automatically start the Execution Manager Agent. Start Certify to execute the process and results are saved in the Certify database. Close Certify and Execution Manager Agent when the execution of the Certify process is complete. Log out of the machine. The machine and user account will then be available for subsequent executions of other Certify processes. For information on how to configure and register your resources, see the topic Upgrade to Certify Execution Manager v10 in the Worksoft Help Portal. Note: If you are upgrading from v9.2 to v10, you will need to provide additional settings for your LDAP Connection. For more information, see To configure your LDAP authentication service: on page 49. Worksoft Certify Execution Suite Installation Guide 79

80 Upgrading Worksoft Certify Execution Suite v10 to v10.0.x Upgrading Worksoft Certify Execution Suite v10 to v10.0.x Before upgrading Worksoft Certify Execution Suite, verify that you have installed Media Foundation when you configured your application server. For more information, see page 12. To upgrade Worksoft Certify Execution Suite v10 to v10.0.1: 1 From the distribution package, run the installer. The application will install on top of the previous version. 2 In the Worksoft Management Studio, verify that all of your configurations are set correctly. Any configuration problems will be highlighted in the color red. After you have reset your configurations, you are ready to start using the applications. 80 Worksoft Certify Execution Suite Installation Guide

81 Chapter 7 Accessing Worksoft Certify Execution Suite In This Chapter Accessing Certify Execution Manager Accessing Certify Impact Worksoft Certify Execution Suite Installation Guide 81

82 Accessing Certify Execution Manager Accessing Certify Execution Manager The URL address for Certify Execution Manager is REST API Support for Execution Manager: Certify Execution Manager supports REST API calls from various development operating tools, such as Jenkins, to execute requests. For help and examples, see Accessing Certify Impact The URL address for Certify Impact is 82 Worksoft Certify Execution Suite Installation Guide

83 Chapter 8 Integrating Worksoft Execution Suite In This Chapter Overview Installing the HP Quality Center Connectivity Add-On Tool Integrating Worksoft Execution Suite with HP ALM Worksoft Certify Execution Suite Installation Guide 83

84 Overview Overview You are able to integrate with HP Application Lifecycle Management (ALM) and leverage your test sets from Certify Execution Manager. The Certify Execution Manager runs HP ALM test sets in parallel which reduces the time needed for regression testing. The results are stored directly into HP ALM, and a consistent audit log is provided. In order to run HP ALM test sets from Certify Execution Manager, the web server hosting Worksoft Execution Suite and each resource machine must have the following: HP ALM Client installed HP ALM Connectivity tools installed HP ALM Client registered For information on how to install the HP ALM Client and register it, go to the HP ALM site. Installing the HP Quality Center Connectivity Add-On Tool To connect HP Quality Center with the Worksoft Execution Suite, you need to install the HP Quality Center Connectivity Add-On tool on the web server hosting Worksoft Execution Suite and each resource machine. To install the HP Quality Center connectivity add-on tool: 1 Open the HP Quality Center Application Lifecycle Management (ALM) site. 2 Click Tools. 3 On the ALM Tools screen, click HP ALM Connectivity. 4 On the HP ALM Connectivity screen, click Run when a message asks if you want to run TDConnect.exe. After the installation completes, a message appears. 5 Click OK. Integrating Worksoft Execution Suite with HP ALM If you plan to integrate with HP ALM, you will need to validate your connection with Worksoft Management Studio. To validate HP ALM with Worksoft Execution Suite: 1 In the Worksoft Management Studio, click the Integration tab. 2 Click the ALM Integration tab. The ALM Integration tab opens. 3 Click Add. 84 Worksoft Certify Execution Suite Installation Guide

85 Integrating Worksoft Execution Suite with HP ALM The Add ALM Configuration dialog box opens. 4 Enter the following information: Field Name Instance URL Domain Project User Password Description Name for your HP ALM connection HP ALM URL address HP ALM domain HP ALM project HP ALM user name HP ALM password Worksoft Certify Execution Suite Installation Guide 85

86 Integrating with Certify Impact 5 Click Test Configuration. Information about the connection appears in the Status section. Integrating with Certify Impact To integrate with Certify Impact, select HP Quality Center as the Test Execution Integration option in the Configuration tab. For more information, see Configuring Certify Impact on page Worksoft Certify Execution Suite Installation Guide

87 Appendix A Troubleshooting Before contacting Worksoft Support, use the Worksoft Diagnostics tool that is located in the Tools folder of the installation package. When you run the Worksoft Diagnostics tool on your web server, this tool generates a diagnostic results file. To create a diagnostic results file with the Worksoft Diagnostics tool: 1 In the Tools folder of the installation directory, copy the worksoftdiagnostics.exe file to your web server. 2 Right-click on the worksoftdiagnostics.exe file and select Run as Administrator. 3 Click the Start button. The process will take several minutes. The WorksoftDiagnostic_<machine name>.html file opens in the default browser on the machine. 4 Review the diagnostic results file and follow the instructions listed in the file. 5 After you have completed the tasks listed in the file, rerun the tool again if you are still having trouble with installation. 6 If needed, send the last results file to Worksoft Support. If you still have trouble installing the Worksoft Certify Execution Suite, go to the Worksoft Community site to view solutions to issues that you may have encountered with the installation. In order to utilize the Worksoft Community site, you will need to register on this site: Worksoft Certify Execution Suite Installation Guide 87

88 Appendix B Using HTTPS on Your Application Server If you intend to use HTTPS for your application server, you will need to leave the HTTP binding on default port 80. After you have reconfigured the application server to use HTTPS, then you will be able to remove port 80, and the port will now default to 443. On your server, open the Server Certificates window. Take note of the URL address that is listed in the Issued To column. You will need this URL address when you make changes to the Execution Manager and Certify Impact configuration files. In order to use HTTPS on your application server, you will need to do the following: Configure your database in the Worksoft Management Studio. Verify the Worksoft Management Studio configuration file. Configure your application server. Update the Certify Impact configuration file. Note: Before you begin your configuration, verify that your application server has been set up and working with HTTP. You will be able to remove the HTTP binding after you have configured HTTPS on your application server. Worksoft Certify Execution Suite Installation Guide 88

89 To configure your database in the Worksoft Management Studio: 1 Open the Worksoft Management Studio on your web server by navigating to the following address: 2 Click the Master Configuration tab. 3 In the Management Studio URL field, change HTTP to HTTPS. The URL address must match the address from the Issued To column in the Server Certificates window. Example: 4 Click Save Changes. 5 Close the Worksoft Management Studio. To verify the Worksoft Management Studio configuration file: 1 Open the Worksoft Management Studio configuration file in Notepad. Go to the following default folder to open the file: C:\Program Files (x86)\worksoft\worksoft Application Server\ ManagementStudio\web.config 2 In the configuration file, find the setting <add key="mgmtstudiourl" value=. 3 Verify that the URL address matches the one that you entered in the Configuration tab of the Management Studio. Example: 4 Save the updated configuration file. Worksoft Certify Execution Suite Installation Guide 89

90 To configure your application server: You will need to configure both the Management Studio and SAP Web Service in the Microsoft Internet Information Services (IIS) Manager. After you completed your configuration, you will restart the application pool and the IIS Manager. 1 Open the IIS Manager on your application server. 2 In the IIS Connections pane, select Sites > Default Web Site > Management Studio. 3 In the middle pane, double-click Directory Browsing. 4 In the Actions section in the right column, click Enable. 5 After you have enabled Directory Browsing, select Sites > Default Web Site > Management Studio in the IIS Connections pane. 6 In the middle pane, double-click SSL Settings. 90 Worksoft Certify Execution Suite Installation Guide

91 7 Select the Require SSL option. 8 In the Actions pane, click Apply. After you have configured the Management Studio, you will now configure your SAP Web Service. 9 In the IIS Connections pane, select Sites > Default Web Site > SAPWebService. 10 In the middle pane, double-click Directory Browsing. 11 In the Actions section in the right column, click Enable. 12 After you have enabled Directory Browsing, select Sites > Default Web Site > SAPWebService in the IIS Connections pane. 13 In the middle pane, double-click SSL Settings. 14 Select the Require SSL option. 15 In the Actions pane, click Apply. You will now need to restart the application pool in the IIS Manager. 16 In the IIS Connections pane, select Application Pools. 17 In the Application Pools list, select Worksoft_ In the Application Pool Tasks pane, click Recycle to restart the application pool. 19 In the Application Pools list, select SAPWebService. 20 In the Application Pool Tasks pane, click Recycle to restart the application pool. 21 Close the IIS Manager. Worksoft Certify Execution Suite Installation Guide 91

92 You will now restart the IIS. 22 As an administrator, open the Command Prompt. 23 In the Command Prompt, type in iisreset. 24 Press <Enter>. IIS restarts. 25 Close the Command Prompt. To update the Certify Impact configuration file: 1 Open the Certify Impact configuration file in Notepad. Go to the following default folder to open the file: C:\Program Files (x86)\worksoft\worksoft Application Server\ Impact\web.config 2 In the bindings section, copy the blue text and add it to your configuration file. <bindings> <basichttpbinding> <binding name="transportvalidationservicesoap" closetimeout="00:10:00" opentimeout="00:10:00" receivetimeout="00:10:00" sendtimeout="00:10:00" maxbuffersize=" " maxreceivedmessagesize=" "> <security mode="transport"> <transport clientcredentialtype="none" proxycredentialtype="none" realm=""/> <message clientcredentialtype="certificate" algorithmsuite="default" /> </security> </binding> <binding name="executionmanagerservicesoap" closetimeout="00:10:00" opentimeout="00:10:00" receivetimeout="00:10:00" sendtimeout="00:10:00" maxbuffersize=" " maxreceivedmessagesize=" "> <security mode="transport"> <transport clientcredentialtype="none" proxycredentialtype="none" realm=""/> <message clientcredentialtype="certificate" algorithmsuite="default" /> </security> 3 In the configuration file, find the setting Security mode and change the value to Transport. 4 Verify that the configuration file contents match exactly to the code above, including end tags. 5 Save the updated configuration file. 6 Restart the Execution Manager service. 92 Worksoft Certify Execution Suite Installation Guide

93 Removing the HTTP Binding Removing the HTTP Binding You now are able to remove the HTTP binding from the Worksoft Management Studio. When you edit your configuration files, the URL addresses should appear as follows for HTTPS: For WMS URL: For Execution Manager: For Certify Impact: Worksoft Certify Execution Suite Installation Guide 93

94 Appendix C Creating Worksoft Certify Execution Suite Databases with Apply.exe You will create and update your Worksoft Certify Execution Suite databases in the Worksoft Management Studio. If your database administrator needs to create these databases, they are able to utilize the Apply.exe tools in the Databases folder within your Worksoft Certify Execution Suite distribution package. This Appendix will show you how to update all of your databases with the Apply.exe tool. Creating or Updating the Worksoft Management Studio Database The Worksoft Management Studio tool registers database settings, data sources, and SAP systems that you intend to use for Worksoft products. The Management Studio database maintains configuration information used by applications and services. Only one Management Studio database is needed regardless of how many Certify databases already exist. To create a Worksoft Management Studio database: 1 Locate the Apply.exe utility within your Worksoft Certify Execution Suite distribution package:...\databases\managementstudio 2 Double-click Apply.exe. The Apply utility opens. Worksoft Certify Execution Suite Installation Guide 94

95 Creating or Updating a Certify Execution Manager Database 3 In the Apply tool s text fields, type in the following database connection information: Database server name Database name 4 Do not select the Windows Authentication option. Worksoft Certify Execution Suite does not support Windows authentication. 5 For SQL server authentication, type the user name and password in the text fields. 6 Click Start. The Apply utility begins to create your new database. If the database created successfully, then a message appears. 7 Click OK. Creating or Updating a Certify Execution Manager Database You need to create your database for Execution Manager before you install the Certify Execution Suite. If you have an existing Execution Manager database, follow the instructions in this procedure to update it. To create an Execution Manager database: 1 Locate the Apply.exe utility within your Worksoft Certify Execution Suite distribution package:...\databases\executionserver 2 Double-click Apply.exe. The Apply utility opens. 3 In the Apply tool s text fields, type in the following database connection information: Database server name Database name Worksoft Certify Execution Suite Installation Guide 95

96 Creating or Updating a Certify Impact Database 4 Do not select the Windows Authentication option. Worksoft Certify Execution Suite does not support Windows authentication. 5 For SQL server authentication, type the user name and password in the text fields. 6 Click Start. The Apply utility begins to create your new database. If the database created successfully, then a message appears. 7 Click OK. Creating or Updating a Certify Impact Database You need to create your database for Certify Impact before you install the Certify Execution Suite. If you have an existing Certify Impact database, follow the instructions in this procedure to update it. To create a Certify Impact database: 1 Locate the Apply.exe utility within your Certify Execution Suite distribution package:...\databases\impact 2 Double-click Apply.exe. The Apply utility opens. 3 In the Apply tool s text fields, type in the following database connection information: Database server name Database name 4 Do not select the Windows Authentication option. Worksoft Certify Execution Suite does not support Windows authentication. 96 Worksoft Certify Execution Suite Installation Guide